Ownership history in Simplicity Wealth,LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in WORKDAY INC (WDAY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 979 | -2,457 | -71.5% | 0.01% | $236K | $240.73 |
| 2025 Q2 | ADDED | 3,436 | +2,092 | +155.7% | 0.03% | $825K | $240.00 |
| 2025 Q1 | ADDED | 1,344 | +67 | +5.2% | 0.02% | $314K | $233.53 |
| 2024 Q4 | ADDED | 1,277 | +37 | +3.0% | 0.07% | $330K | $258.03 |
As of 2025 Q4 — sorted by position size